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iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.3M
Puts
$2.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
2001
Thurston Springer Miller Herd & Titak
Indiana
$2.38K
MIM
2002
Marshall Investment Management
Colorado
$2.26K
VNA
2003
Valley National Advisers
Pennsylvania
$2K
OCM
2004
Orion Capital Management
California
$1.92K
TRCT
2005
Tower Research Capital (TRC)
New York
$1.7K
VWM
2006
Vermillion Wealth Management
Minnesota
$566
WAG
2007
Wiser Advisor Group
Arizona
$566
BA
2008
Blueline Advisors
New Hampshire
$453
Fidelity International
2009
Fidelity International
Bermuda
NA
2010
NewEdge Advisors
Louisiana
JWCA
2011
J.W. Cole Advisors
Florida
B
2012
Barings
North Carolina
GCA
2013
Gallagher Capital Advisors
Texas
TCM
2014
TABR Capital Management
California
BHB
2015
Bank Hapoalim BM
Israel
IA
2016
IFG Advisory
Georgia
HSBC Holdings
2017
HSBC Holdings
United Kingdom
DAS
2018
Diversify Advisory Services
Utah
SIA
2019
SeaBridge Investment Advisors
New Jersey
WPC
2020
Waters Parkerson & Co
Louisiana
HCA
2021
Heck Capital Advisors
Wisconsin
FDP
2022
Financiere des Professionnels
Quebec, Canada
FTA
2023
Financial & Tax Architects
Missouri
RIG
2024
Ramiah Investment Group
Wisconsin
Invesco
2025
Invesco
Georgia